PROJECTS – Kahil Financial Services

– TRUSTED CLIENTS –

Explore our diverse range
of financial projects.

Led the consolidation of three divisions over the course of 6 months.
Identified and secured three sources for $175 million in capital funding
to expand operational activities.

Revamped financial statements to access credit at commercial lenders.
Refinanced $19 million in equipment loans to free up $15 million in equity that could be leveraged for credit.
Utilized various financial instruments to reduce capital gains taxes by 75% for partners in buyouts.
Increased final sale value of the company by 10X for the remaining owner.

Increased sales by 5X in 18 months.
Sourced a $1.5 million line of credit at 2% below market rate for equipment purchase.
Performed reporting for previous years to access credit and renew loans.
Recruited and trained 3 accounting staff members to perform bookkeeping, invoicing, etc.
Automated state employer taxes to comply with requirements for contracting with the government.

Led company through a partner buyout; assumed responsibility for financials, freeing the remaining owner to double the size of the company after years of stagnation.
Served as a sole point of contact for lenders, and attorneys, reported throughout the buyout.
Cleaned up the books for the previous 5 years in order to claim a tax credit worth 10% of annual revenue; additionally, obtained administrative qualification required to win large government contracts.
Created new holding company entities for additional transfer of ownership.
Recruited and trained a new lead accountant.
Implemented a system to provide a complete breakdown of cost analysis and individual profitability foreach manager and engineer.
Changed payroll processing companies to properly account for benefits and employee taxes and provide anadditional layer of audit protection; the better time-keeping system enabled employees to access their ownW2s and PTO information.

Managed all cash flows while the company tripled in size and expanded to 4 locations in 1 year.
Evaluated and presented the economic viability of all new locations to owners.
Worked with attorneys to navigate partner buyout.
Limited money out of pocket for new owners by reconciling books with factual financial statements toaccount for previous owners’ spending.
Led accounting team through systems transitions and from cash to accrual basis.

Pulled comps and assessed market conditions to appraise the company for a buyout.
Negotiated terms and created a cash flow plan for partner buyout.
Convinced exiting partner to take structured payments which reduced his tax liability and resulted insignificant liquidity for the remaining owner.
Developed a multi-year plan for expansion into new geographies and lines of business.

Increased access to capital from $250,000 to $1.5 million in revolving debt and increased financing availablefor equipment from $500,000 to $10 million.
Saved the company over $2 million in revenue and $225,000 in loan payments over nine months by workingwith lenders and submitting loan approvals for capital equipment that needed to be replaced.
Saved the company $10,000 per week by discovering discrepancies in time-keeping.
Improved ability to do business by transitioning full banking relationship to a new bank.

Transitioned all employees from 1099 to W2 to offer benefits and streamline payroll
Established reporting structure for improved organizational communication.
Negotiated contract terms with large hospitals.
Created a strategic plan to grow revenue 40X in just 12 months.